CLA (CliftonLarsonAllen) Wealth Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $259K | Sell |
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2025
Q1 | $274K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $411K | Sell |
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2024
Q1 | $647K | Sell |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $34.1M | Buy |
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|
2022
Q3 | $42.7M | Sell |
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|
2022
Q2 | $50.7M | Sell |
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|
2022
Q1 | $54.6M | Buy |
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|
2021
Q4 | $40.1M | Buy |
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|
2021
Q3 | $46.2M | Buy |
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|
2021
Q2 | $40.6M | Buy |
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